Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-455
Closed -$632 3277
2025
Q1
$632 Buy
+455
New +$632 ﹤0.01% 3122
2023
Q2
Sell
-632
Closed -$1.88K 3248
2023
Q1
$1.88K Buy
632
+357
+130% +$1.06K ﹤0.01% 2822
2022
Q4
$1K Buy
275
+116
+73% +$424 ﹤0.01% 2972
2022
Q3
$1K Buy
+159
New +$1K ﹤0.01% 2916
2022
Q1
Sell
-500
Closed -$3K 3155
2021
Q4
$3K Buy
+500
New +$3K ﹤0.01% 2562
2021
Q3
Sell
-80
Closed 3047
2021
Q2
$0 Buy
+80
New ﹤0.01% 2941
2020
Q4
Sell
-289
Closed -$2K 2555
2020
Q3
$2K Buy
289
+23
+9% +$159 ﹤0.01% 2172
2020
Q2
$2K Buy
+266
New +$2K ﹤0.01% 2083